- Wells Fargo (Savannah, GA)
- …and preparing for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues + ... review **Required Qualifications:** + 2+ years of Brokerage and Client Services experience, or equivalent demonstrated through...Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills + Client service focus with the ability to… more
- Wells Fargo (Danbury, CT)
- …and preparing for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues + ... review **Required Qualifications:** + 2+ years of Brokerage and Client Services experience, or equivalent demonstrated through...Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills + Client service focus with the ability to… more
- Bank of America (Tempe, AZ)
- …financial services industry or sales experience + Speaks Spanish **Skills:** + Client Experience Branding + Client Solutions Advisory + Investment ... Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized...help to deliver Bank of America's core banking, investment solutions and approach to client care. We… more
- Bank of America (San Francisco, CA)
- …one year of financial services industry or sales experience **Skills:** + Client Experience Branding + Client Solutions Advisory + Investment Management ... Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized...help to deliver Bank of America's core banking, investment solutions and approach to client care. We… more
- Janus Henderson Investors (Denver, CO)
- …superior financial outcomes through differentiated insights, disciplined investments, and world-class service . We will do this by protecting and growing our core ... Be part of a global engineering team, engaged in client -side 3rd line technical support, problem diagnosis and change...guidance and training to regional 1st and 2nd line Service Desk support teams + Identify areas for improvement… more
- Bank of America (Redding, CA)
- …with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management ... + Managing a portfolio of clients by providing exceptional client care with industry leading products, services ,...and prioritizes client interests + Identifies appropriate client solutions through application of learnings and… more
- Bank of America (Dallas, TX)
- …focused and effective **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through...Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management +… more
- Edward Jones (St. Louis, MO)
- …retaining, and deepening client relationships by helping deploy the firm's products, services and capabilities to meet complex client and prospect needs. The ... center of the center.** Here at Edward Jones the client is our single focus and our relationships with...them are the measure of everything we do. And Service and Operations divisions are at the center of… more
- Atria Wealth Solutions (King, NC)
- …and services as well as, life insurance, annuity and securities products. Proficient in operational procedures related to customer accounts. Strong practical ... Through its relationship with CUSO Financial Services , LP (CFS) Allegacy Federal Credit Union is...To achieve this goal the employee must provide outstanding service to both internal and external members. In addition,… more
- JPMorgan Chase (Irvine, CA)
- …collaboratively in a team environment to deliver bespoke solutions and exceptional client service . + The Securities Industry Essential (SIE) exam, FINRA ... At JPMorgan Private Client , we are devoted to providing distinguished experiences...trust, comprehensively understanding their unique aspirations, and offering bespoke solutions and tailored advice. You will empower clients to… more